Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
35%

OVERLAP
BY WEIGHT
24

# OF OVERLAPPING
HOLDINGS
IYG
101
HOLDINGS
24%
ALSO IN KBWB
KBWB
24
HOLDINGS
100%
ALSO IN IYG
SECTOR DRIFT (IYG minus KBWB)
OVERLAPPING HOLDINGS

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Company Weight
in IYG
Weight
in KBWB
Overlap
JPMORGAN CHASE & CO 12.1% 7.8% 7.8%
BANK OF AMERICA CORP 4.8% 7.6% 4.8%
WELLS FARGO & CO 3.8% 7.3% 3.8%
GOLDMAN SACHS GROUP INC 3.3% 8.7% 3.3%
MORGAN STANLEY 2.7% 8.0% 2.7%
IYG Overweight Relative to KBWB
BERKSHIRE HATHAWAY INC-CL B 13.2%
VISA INC. CLASS A 8.8%
MASTERCARD INCORPORATED CLASS A 7.1%
JPMORGAN CHASE & CO 4.3%
AMERICAN EXPRESS CO 2.6%
S&P GLOBAL, INC. 2.6%
BLACKROCK INC 2.5%
SCHWAB (CHARLES) CORP 2.4%
BLACKSTONE GROUP LP/THE 1.8%
INTERCONTINENTALEXCHANGE INC 1.5%
IYG Underweight Relative to KBWB
MORGAN STANLEY -5.3%
GOLDMAN SACHS GROUP INC -5.3%
STATE STREET CORP -3.6%
WELLS FARGO & CO -3.5%
FIFTH THIRD BANCORP -3.5%
NORTHERN TRUST CORP -3.3%
HUNTINGTON BANCSHARES INC -3.2%
M & T BANK CORP -3.2%
TRUIST FINANCIAL CORPORATION -3.1%
REGIONS FINANCIAL CORP -3.1%
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